iShares Dow Jones US ETF
211 hedge funds and large institutions have $426M invested in iShares Dow Jones US ETF in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 58 increasing their positions, 50 reducing their positions, and 7 closing their positions.
371% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 7
17% more capital invested
Capital invested by funds: $364M → $426M (+$61.9M)
16% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 50
13% more funds holding
Funds holding: 186 → 211 (+25)
1.02% more ownership
Funds ownership: 21.77% → 22.8% (+1%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAG
Csenge Advisory Group
Clearwater,
Florida
|
+$5.29M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$3.71M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.22M |
| 4 |
Morgan Stanley
New York
|
+$3.11M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$2.47M |
| 2 |
Goldman Sachs
New York
|
-$2.18M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$1.96M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$965K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$640K |
IYY Hedge Fund Activity: Q4 2021 in Review
211 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q4 2021, worth a combined $426M — up 17% from $364M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new IYY positions and 7 closed out — a net gain of 26 holders — while 58 added to existing stakes and 50 trimmed.
The largest buyer was Csenge Advisory Group, opening a new position worth an estimated $5.29M. The largest seller was Benjamin F. Edwards & Company, exiting entirely with an estimated $2.47M sold.
- 211 institutional investors held iShares Dow Jones US ETF (IYY) as of Q4 2021, up from 186 in Q3 2021.
- Funds reported $426M of iShares Dow Jones US ETF stock for Q4 2021, up 17% quarter-over-quarter.
- 33 funds opened new iShares Dow Jones US ETF positions in Q4 2021 and 7 closed out, a net change of +26 holders.
- The largest iShares Dow Jones US ETF buyer in Q4 2021 was Csenge Advisory Group, an estimated $5.29M added.
- The largest iShares Dow Jones US ETF seller in Q4 2021 was Benjamin F. Edwards & Company, an estimated $2.47M sold.
Based on aggregated 13F filings for Q4 2021.